Plan Ledger DOL Form 5500 · updated monthly

Credit Union Westbenefits

Credit Union West Flexible Benefit Plan · GLENDALE, AZ · plan year 2024

Broker compensation reported · 2024
$32,359

Credit Union West's benefits plans covered 220 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $32,359 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $147 per covered person, below the median for employer plans that report broker pay. Broker pay fell 59% from $78,595 in 2023.

Insurance contracts · 20242
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltd ppopremiums n/a · 363 covered
CURALINCpremiums n/a · 220 covered
Brokers & agents paid · 20242
WILLIAM MANNIX$16,182
ROBERT FABRIZIO$16,177
Also brokered by William Mannix4

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 860108241 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.